Onsite Tax Expert & Local Growth Partner

Intuit, Inc.; Kalkaska (MI); On-site; USD 33,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking dedicated on-site TurboTax Local Service Experts to provide full-service tax return preparation and expert tax advice at a local TurboTax location in the United States.

In this role you will connect clients with a broader team of specialists, advise on complex scenarios, and help grow the local TurboTax client base while delivering an exceptional customer experience.

Qualifications

• Active PTIN required to file taxes.
• 3+ years filing 30+ federal/state 1040 returns per season using professional tax software.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Build local client base through outreach, events, and partnerships to grow TurboTax presence.
• Connect clients with Intuit ecosystem including bookkeeping, payroll, and financial planning.

Skills

Tax preparation

Tax advisory

Client service

Onsite work

Bilingual (English/Spanish)

Tools

Professional tax software

Job description

Intuit, Inc. is seeking dedicated on-site TurboTax Local Service Experts to provide full-service tax return preparation and expert tax advice at a local TurboTax location in the United States.

In this role you will connect clients with a broader team of specialists, advise on complex scenarios, and help grow the local TurboTax client base while delivering an exceptional customer experience.